Lpl Financial LLC
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About this Advisor
Christian Tateo is a financial advisor operating in Mineola, New York with 1 year of industry experience. Tateo is currently employed by Lpl Financial LLC. Over the course of their career, Tateo has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Metlife, Mml Investors Services, LLC, Woodbury Financial Services Inc and Lpl Financial LLC. Tateo maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in New York. Lpl Financial LLC is a financial advisory firm operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 financial advisors. It manages $368 billion in assets under management among its 1,688,501 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 accounts, 31% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees largely vary depending on which services the firm provides the client. However, fee types charged by Lpl Financial LLC can consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Christian Tateo Work History
Christian has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Woodbury Financial Services Inc
Mml Investors Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Christian Tateo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
San Diego, CA
Fort Mill, SC
Commerce Twp, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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